A complete list of active advisors currently associated with Doctors Family Office LLC

Warmer can help you find a great advisor at Doctors Family Office LLC or one who fits your needs even better.

Doctors Family Office, LLC is an independent, single-advisor firm that provides financial planning and consulting to a small client base, with a focus on physicians, dentists, and veterinarians as well as businesses, retirement plans, trusts and captive insurance companies. Services emphasize comprehensive planning topics including tax, retirement, estate, education, risk management and estate settlement, and the firm may advise on private placements, Regulation D and Qualified Opportunity Zone investments. Rather than offering ongoing portfolio management or discretionary account services, the firm performs tailored financial plans, periodic (quarterly) plan reviews, and assists clients in selecting third‑party investment advisers and programs. Its planning engagements are billed on hourly or fixed-fee arrangements instead of a recurring percentage-of-assets model, and the firm maintains referral relationships with unaffiliated advisers to implement investment management when needed. Notable distinctions relative to many independent peers are the absence of in‑house portfolio management for individual clients and the limited focus on higher-net-worth client segments (the firm targets clients with investible assets and primarily serves medical professionals). The firm’s sole adviser is also licensed to sell insurance and may receive insurance commissions, and it does not take custody of client assets or exercise discretionary authority.

To learn more about the advisors currently working at Doctors Family Office LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sherry Taxman	Omaha, NE	14

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